Wealth Managers (India) Pvt. Ltd.
Equity, Debt, Hybrid · 12 investment approaches
Total AUM
₹798 Cr
Years Active
11.3
AUM Change (3M)
+1.0%
AUM Change (1Y)
+29.3%
Min Investment
₹50L
Schemes
12
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Real Assets Portfolio | Hybrid | ₹2 Cr | +7.08% | +49.51% | — | +27.92% | 2.66 |
Select Direct Growth Portfolio | Equity | ₹119 Cr | -0.58% | +15.67% | +20.61% | +18.48% | 1.43 |
Moat Portfolio | Equity | ₹57 Cr | +0.70% | +15.60% | +19.70% | +9.86% | — |
Focused Leadership Portfolio | Equity | ₹127 Cr | -4.21% | +11.21% | +12.65% | +12.68% | 0.77 |
Select Large Cap Portfolio | Equity | ₹25 Cr | -1.19% | +11.07% | — | +11.46% | 0.18 |
Optimiser Mid & small Cap | Equity | ₹12 Cr | -0.82% | +10.01% | +27.86% | +19.74% | 0.99 |
Optimiser Portfolio | Equity | ₹219 Cr | -0.77% | +7.95% | +31.55% | +27.27% | 1.25 |
Select Direct Asset Allocation Portfolio | Hybrid | ₹207 Cr | -0.71% | +6.65% | +10.85% | +10.01% | 1.09 |
Optimiser Small Cap | Equity | ₹3 Cr | -2.77% | +4.38% | +31.81% | +22.46% | 1.18 |
Smart Beta Portfolio | Equity | ₹5 Cr | -3.33% | +4.01% | — | +5.21% | -0.20 |
Liquidity Portfolio | Debt | ₹0 Cr | +0.16% | +3.52% | — | +4.50% | — |
Sensex Plus Portfolio | Equity | ₹25 Cr | -1.78% | +2.29% | — | +2.67% | -0.32 |